Filed June 28, 1990 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $50,903 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $39,955 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,717 | $79,523-11.1% | $140,016-49.5% | $56,287+25.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -3.87% | 2.39%-6.3pp | 651.12%-655.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $5,326 | $3,350+59.0% | $5,606-5.0% | $2,111+152.3% |
| Participant deferral / active EE | $3,188 | $5,129-37.8% | $6,927-54.0% | $3,350-4.8% |
| Admin fee / account holder | $611 | $614-0.5% | $10,705-94.3% | $521+17.4% |